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| To help make importing easier, we've created a template that already contains all the column headings in the required format. Download this template file and open it in Excel, then add your own data. |
The CSV file should include all column headings. These can appear in a different order , and are not case-sensitive. You don't need to complete all the fields for a successful import, but make sure you don't delete any unused columns or rename any column headings. | UI Text Box |
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| - The maximum CSV file size is 1MB
- If your CSV file contains more than 500 assets, we suggest recommend you split it into several files to avoid going over the size limit limit.
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| Column | Column heading (field name) | Mandatory or optional | Rules for the data |
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| A | Account code | Mandatory (if there are no Asset class names) Optional (if there are Asset class names) | Must exist in the chart of accounts | | B | Asset class | Mandatory (if there are no Account codes) Optional (if there are Account codes) | Must exist in the chart of accounts | | C | Asset type | Mandatory | Must be one of the following values (non-case-sensitive)： To identify an asset as a general asset - GA
- General Asset
- GeneralAsset
To identify an asset as a small business pool asset: (AU only) - SB
- Small Business Pool
- SmallBusinessPool
To identify an asset as a small business pool asset: (AU only) - LV
- Low Value Pool
- LowValuePool
| | D | Asset code | Optional | Must be unique and less than 500 characters | | E | Asset name | Mandatory | Must be less than 200 characters | | F | Acquisition date | (Australia) Mandatory (if there |
are Start dates for Pools, AU onlystart date for pools) Optional (if there are |
Start start dates) | Date format must be one of: - dd/mm/yyyy
- dd/mm/yy
- dd/mmm/yyyy
- dd/mmm/yy
- dd-mm-yyyy
- dd-mm-yy
- dd-mmm-yy
- dd-mmm-yyyy
| | G | Cost | Mandatory | |
(for . For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00
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or are valid formats） | | H | Start date-TAX | Mandatory (if there |
are dates are datesdate) | Date format must be one of: - dd/mm/yyyy
- dd/mm/yy
- dd/mmm/yyyy
- dd/mmm/yy
- dd-mm-yyyy
- dd-mm-yy
- dd-mmm-yy
- dd-mmm-yyyy
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Note: Start date will be system calculated | UI Text Box |
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| | The system calculates the start date for pools |
| | I | Opening w.d.v.-TAX | Mandatory (for prior year asset) N/A (for current year asset) | - Must be less than the cost for the prior year asset
- Must be numeric and can't be negative
- Up to 14 digits and 2 decimal points
- Can contain the dollar symbol $ and commas
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(for - . For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00
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or ) | | J | Method-TAX | Mandatory | Must be one of the following values (non-case-sensitive): Australia - DV
- Diminishing Value
- DiminishingValue
- PC
- Prime Cost
- PrimeCost
- IWO
- Immediate Write Off
- ImmediateWriteOff
New Zealand - DV
- Diminishing Value
- DiminishingValue
- SL
- Straight Line
- StraightLine
- IWO
- Immediate Write Off
- ImmediateWriteOff
| | K | Depreciation rate1-TAX | Optional |
Accept value Note: | UI Text Box |
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| | If the asset start date (H) is in the current year, it's mandatory to have a value |
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should exist | in this field as well as L Depreciation rate2-TAX to |
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have | calculate the correct depreciation |
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calculations | | L | Depreciation rate2-TAX | Optional |
Accept value Note: | UI Text Box |
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| | If the asset start date (H) is in the prior year, it's mandatory to have a value |
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should exist have | calculate the correct depreciation |
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calculations | | M | Effect life years | Optional |
Accept value Must be between: | | N | Effect life months | Optional |
Accept value Must be between: | | O | PrivateUse-TAX | Optional |
Accept value Note: will be Enter 34% will import the value | | P | Accum PU-TAX | Optional | - Must be numeric and can't be negative.
- Up to 14 digits and 2 decimal points.
| | Q | Is motor vehicle | Optional | |
Note: blank will be | UI Text Box |
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| | A blank is treated as N. |
| | R | Start date-ACC | Mandatory (if there |
are Start Acquisition acquisition date) Optional (if there are |
Start Acquisition acquisition date) | Date format must be one of: - dd/mm/yyyy
- dd/mm/yy
- dd/mmm/yyyy
- dd/mmm/yy
- dd-mm-yyyy
- dd-mm-yy
- dd-mmm-yy
- dd-mmm-yyyy
| | S | Opening w.d.v-ACC | Mandatory (for a prior year asset) N/A (for a current year asset) | Must be less than the cost for prior year asset Must be numeric and can't be negative Up to 14 digits and 2 decimal points Can contain the dollar symbol $ and commas
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(for . For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00
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or ) | | T | Method-ACC | Optional | Accept one of the following values (non-case-sensitive): - DV
- Diminishing Value
- DiminishingValue
- PC
- Prime Cost
- PrimeCost
- IWO
- Immediate Write Off
- ImmediateWriteOff
- SL
- Straight Line
- StraightLine
- EFD
- Exempt from Depreciation
- ExemptFromDepreciation
| | U | Depreciation rate1-ACC | Optional |
Accept value Must be between: | | V | Depreciation rate2-ACC | Optional |
Accept value Must be between: | | W | Private Use-ACC | Optional |
Accept value Must be between: | | X | Accum PU-ACC | Optional | - Must be numeric and can't be negative
- Up to 14 digits and 2 decimal points
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